Plan on Demand and End of Month File Upload Instructions.

Save the file on your system, preferably to the C drive.
NOTE: Java must be loaded on your system. If you do not have it, go to www.java.com and perform the free download of the program.

• From any page on www.management-one.com (you can then save this site on your favorites if you wish), click on the Client Entry button near the top right portion of the page.
• Select Administration.
• Select Client.
• On the tool bar located on left hand side of page select EOM File Upload.
• Select Add.
• Search for appropriate file on your system (where export file is located).
• Select the file – the most current month.
• Select Submit.
• Select Upload.
• WAIT for the process to be completed!
• Highlight the complete file name.
• Select EOM File Processing.
• Paste file name.
• Choose File Type (either EOM or MTD).
• Select Process Load.
• Return to EOM Data Entry prompt on left hand tool bar.
• Check the period for which you have loaded data, select Submit and check Data.
• For EOM loads only, select Finalize EOM. Check off Status box and click on Finalize box.
• Go to Reports, Mid Month only. Choose Plan on Demand.
• Choose appropriate report attributes.
• Click Submit.